Providing straightforward advice and development of estate and business succession plans tailored to meet the unique needs of the clients we represent.
Assisting clients that range from young families in need of basic estate plans, to business owners who have built wealth and require a more sophisticated solution for transition of their years of work to the next generation through thoughtful tax efficient solutions.
Working closely with clients and advisors to design, prepare, and implement estate plans customized to meet identified objectives.
Offering legal counsel to executors and trustees, guiding them through all aspects of the post-death estate and trust administration process. This includes probate proceedings at the county court, document interpretation, preparation of estate and inheritance tax returns, and estate settlement and distribution.
Providing legal representation for fiduciaries and beneficiaries involved in will and trust contests.
Comprehensive succession planning counsel to help develop and preserve value in the business and implement a strategy for its transition. This can be planned transfers of ownership with family, or third parties, as well as unexpected death/disability of the owner.